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Chevron

3,277 hedge funds and large institutions have $205B invested in Chevron in 2023 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 1,484 increasing their positions, 1,267 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 121

17% more repeat investments, than reductions

Existing positions increased: 1,484 | Existing positions reduced: 1,267

14% more call options, than puts

Call options by funds: $3.66B | Put options by funds: $3.2B

0% more funds holding

Funds holding: 3,2663,277 (+11)

1.61% less ownership

Funds ownership: 70.53%68.91% (-1.6%)

6% less capital invested

Capital invested by funds: $218B → $205B (-$12.1B)

25% less funds holding in top 10

Funds holding in top 10: 262197 (-65)

Holders
3,277
Holders Change
+11
Holders Change %
+0.34%
% of All Funds
51.44%
Holding in Top 10
197
Holding in Top 10 Change
-65
Holding in Top 10 Change %
-24.81%
% of All Funds
3.09%
New
163
Increased
1,484
Reduced
1,267
Closed
121
Calls
$3.66B
Puts
$3.2B
Net Calls
+$458M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1976
PDS Planning
Ohio
$1.09M +$39.6K +247 +4%
SFB
1977
STAR Financial Bank
Indiana
$1.09M +$13.6K +85 +1%
OIA
1978
Optimum Investment Advisors
Illinois
$1.09M -$15.9K -99 -1%
BWM
1979
Baron Wealth Management
Michigan
$1.09M +$23.2K +145 +2%
GWANC
1980
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.09M +$31.6K +197 +3%
CW
1981
Channel Wealth
California
$1.09M -$74.1K -462 -6%
FMN
1982
Financial Management Network
California
$1.09M +$37.2K +232 +3%
CAM
1983
Campion Asset Management
Virginia
$1.08M
AIA
1984
Angeles Investment Advisors
California
$1.08M -$20.2K -126 -2%
ESBC
1985
E.S. Barr & Co
Kentucky
$1.08M
AAM
1986
Aureus Asset Management
Massachusetts
$1.07M +$160 +1 +0%
TF
1987
TLWM Financial
Texas
$1.07M +$6.57K +41 +0.6%
EGA
1988
E&G Advisors
Texas
$1.07M -$1.6K -10 -0.1%
ACM
1989
AlphaStar Capital Management
North Carolina
$1.07M +$161K +1,002 +17%
CCFP
1990
Charles Carroll Financial Partners
Massachusetts
$1.07M -$16K -100 -1%
AIFAIM
1991
American Institute for Advanced Investment Management
Arizona
$1.07M +$138K +860 +15%
MHR
1992
Matthew Hamilton Rosenberg
$1.07M -$1.12K -7 -0.1%
GTAM
1993
Global Trust Asset Management
Florida
$1.07M +$33.7K +210 +3%
SW
1994
SkyOak Wealth
Michigan
$1.07M +$10.1K +63 +0.9%
PWP
1995
Phillips Wealth Planners
Mississippi
$1.07M +$128K +799 +13%
SSWM
1996
Sheets Smith Wealth Management
North Carolina
$1.06M +$2.08K +13 +0.2%
MCC
1997
Money Concepts Capital
Florida
$1.06M -$2.38M -14,832 -69%
WC
1998
Westhampton Capital
North Carolina
$1.06M +$160 +1 +0%
FCM
1999
Fourpath Capital Management
Oklahoma
$1.05M +$250K +1,561 +31%
WKWM
2000
Walter & Keenan Wealth Management
Indiana
$1.05M +$1.44K +9 +0.1%

CVX Hedge Fund Activity: Q2 2023 in Review

3,277 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q2 2023, worth a combined $205B — down 5.6% from $218B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new CVX positions and 121 closed out — a net gain of 42 holders — while 1,484 added to existing stakes and 1,267 trimmed.

The largest buyer was Barclays, adding an estimated $318M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.65B.

  • 3,277 institutional investors held Chevron (CVX) as of Q2 2023, up from 3,266 in Q1 2023.
  • Funds reported $205B of Chevron stock for Q2 2023, down 5.6% quarter-over-quarter.
  • 163 funds opened new Chevron positions in Q2 2023 and 121 closed out, a net change of +42 holders.
  • The largest Chevron buyer in Q2 2023 was Barclays, an estimated $318M added.
  • The largest Chevron seller in Q2 2023 was Commonwealth Equity Services, an estimated $1.65B sold.

Based on aggregated 13F filings for Q2 2023.